Mercer Advisors Acquires Edward Vance Investment Management
January 7, 2025
Mercer Global Advisors (Mercer Advisors) acquired Edward Vance Investment Management, a Georgia-based investment advisory and financial planning firm, adding approximately $41 million in assets under management. The deal strengthens Mercer Advisors' presence in Atlanta and expands its footprint in the Southeast by bringing Edward Vance and his client relationships onto Mercer's national RIA platform.
- Buyers
- Mercer Global Advisors, Inc.
- Targets
- Edward Vance Investment Management
- Industry
- Wealth Management
- Location
- Georgia, United States
- Transaction Type
- Addon
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